Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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Are women prepared for a 20-year retirement?
For many, retirement includes contributing their time and talents to an organization in need.
As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?
Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.